+60.1%
DOCN vs RVMD
+627.7%
-567.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +2.9% |
| 7D | +1.1% | +1.0% | +0.1% | +0.8% |
| 30D | -9.6% | +6.4% | -16.1% | -11.3% |
| 3M | -37.7% | +34.9% | -72.6% | -43.3% |
| 6M | +115.2% | +107.6% | +7.7% | +65.4% |
| YTD | +133.7% | +163.7% | -30.0% | +58.9% |
| 1Y | +250.2% | +439.2% | -189.0% | +80.4% |
| 3Y | +320.3% | +499.2% | -178.9% | +92.1% |
| All | +60.1% | +627.7% | -567.7% | -38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RVMD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling